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Setting Up Salesforce Outbound Message Event Workflow in CFM

This guide provides step-by-step instructions for setting up a Salesforce Outbound Message Event Workflow in CFM. The event triggers when an outbound message is received and the specified flow conditions in Salesforce are met. Introduction to Salesforce Outbound Message Event The Salesforce Outbound

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Workflows Overview

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Text and Graphic

IntroductionText and Graphics help seamlessly integrate texts, images or videos anywhere within the survey. This feature enables you to customise and enrich the survey experience according to their needs and objectives. ​Use Cases It provides clear instructions and guidance to respondents.  Reinforc

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Text and Graphic

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Preview or Testing Survey Forms

The Preview section in the Survey Builder offers tools to test and validate your survey before publishing. It allows you to switch between modes, verify logic, compare draft and live versions, test translations, and ensure the survey displays correctly across different devices.Business Problems Solv

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Survey Preview

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Required Question

IntroductionThe questions that respondents must answer to continue or complete the survey are required questions.These questions are marked as mandatory to ensure essential data collection, enabling researchers and analysts to gather comprehensive and relevant information crucial to the survey'

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Question Types

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Using Appointment Nodes in Dialogue Tree

Now that you have set up slots for agent availability and linked them to an Appointment booking template, you need a way to publish it to the end user and actually set up the appointment based on the selected date and time.​Following are the appointment booking-related nodes that are available in Di

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Configuration Steps

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Survey Styling and Rich Media

IntroductionThe Rich UX support for Surveys allows you to upgrade their surveys to presentation mode with the option to display one question per page.This helps to enhance the survey's look and feel and ensures a better response rate. You can also add images and videos to the survey questions t

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Survey Styling and Rich Media

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FAQs

Smart Response Compliance FAQsHow does a Smart Response Compliance model work?The model takes into consideration the previous chat/replies, the context of the text entered, and also the words and phrases used so that if the use of a particular word or phrase is causing the non-compliance of the resp

Response Compliance

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Response Compliance

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Agent Journey

At the time customer books an choose, the case is soft-assigned to an agent and that agent is notified of the same. Soft- assignment means that the agent's capacity is blocked so that customers are not able to double-book an agent. Four types of notifications: At the time appointment is created

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User/Agent Journey

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Manage Master Schedule

The Master Schedule View provides a comprehensive overview of all agents' schedules. This holistic view facilitates tracking traded shifts, days off, and activities. Agents can view their peers' schedules, making it easier to initiate shift trades. Administrators and Workforce Managers can access th

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Scheduling

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Installing on Web

Live Chat can be implemented on websites/blogs/forums by adding a Javascript code on the website. The one-time javascript code embeds the chat automatically on the website. If the website has multiple pages, the javascript code should be embedded in all the pages, preferably near the bottom of the p

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Website Installation

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Hide chat when no. of chat agents is less than x

The chat icon for website visitors can be hidden based on agent availability to handle those chats. If the number of agents who are available to handle chats is less than a specified number, you can configure the chat icon to be hidden. Similar conditions can be applied for Manage unavailability of

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Control Chat Visibility

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Use Cases of WhatsApp Flows

Note: Before you begin, familarize yourself with a general idea of WhatsApp Flows found here WhatsApp Flows have diverse applications across industries such as retail, e-commerce, services, finance, and ed-tech, spanning the entire customer journey. This versatility offers brands the opportunity to

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WhatsApp Flows

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Automating Sub Campaign Creation Using the Rule Engine

Overview You can automate the process of creating Sub Campaigns by specifying certain criteria or conditions under which Sub Campaigns can be created. You can set a start and end date for your Sub Campaign, give it a name, and set custom properties. You can also let the Sub Campaign inherit its prop

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Sub-Campaign Rules

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Omni-Channel Support and Benefits

Omnichannel support in a care console refers to the ability to provide customer support across multiple channels, such as phone, email, chat, and social media, all from one unified platform. The following are best practices for implementing omnichannel support in a care console.​BenefitsSprinklr Omn

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Introduction to Unified Agent Desktop

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About the Google Analytics Ads Integration

Google Analytics Integration allows you to track key Google Analytics metrics and apply custom campaign parameters that can help you improve your marketing and campaign performance across different channels. In addition, this integration lets you analyze customer journeys and behavior in various seg

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Getting Started

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How to Optimize Ads with Adjust Data

You can use Adjust Event metrics in Smart Budget Allocation and all optimization capabilitiesUsing Sprinklr Strategy Groups, you can utilise the Adjust data in real time and optimise the campaigns through our trained AI to maximise the traffic and campaigns through minimal manual intervention in an

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Advanced Use Cases

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About the Adjust Ads Integration

​What is Adjust?​Adjust is a mobile attribution and analytics company that provides you with a smart business platform, combining measurement for advertising sources with an advanced analytics suite. It also offers additional services, such as the Fraud Prevention Suite and Unbotify, etc. ​​​Benefit

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Getting Started

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How to Create a Google Analytics 4 WebAnalytics Profile

Note: 1.For Google Analytics 4, Web analytics setup would be similar to that of Google Analytics. 2.Existing Google Analytics would work for Google Analytics 4 as well.​You can create a new Google Analytics Profile in Sprinklr Web Analytics.​1. Click the New Tab icon. Under Governance Console, click

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Setting Up Google Analytics 4

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Search inside the Topic Queries using the search box

Quickly search your queries, select multiple topics, and assign bulk actions to them.This article will discuss bulk actions associated with topics such as sorting, cloning, enabling/disabling fetching, etc. We will learn how we can search for other crucial aspects of a topic, such as queries, tags,

Topic Queries

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Topic Management

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Ads Composer Section 6: Optimization

Leverage Sprinklr's AI capabilities to optimize your bids, budgets and creatives. ​On the Optimizations window, select one or more Strategy Group optimization(s) you want to apply to your campaign from the Strategy Group drop-down menu. Your selected Strategy Group(s) details will be displayed

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New Campaign Creation